Legacy Rocks!

Remember, proactive planning is not just about your balance…


Practically Speaking — The Sandwich Generation

Take time now to work on a flexible multi-generation plan.…


Practically Speaking — Changes to Social Security

Being proactive rather than reactive allows you to make the…


Practically Speaking — Wealth Health

Witnessing the consequences of financial neglect compels me…


Practically Speaking — Joy to the World

The blessings we receive while shopping for each other…


Practically Speaking — Sudden Wealth

While sudden wealth can be a blessing, without the proper…


Before you Pull the Trigger on Retirement…

Here are share some common challenges we encounter as we…


Becoming a Wise Investor — Part 3 of 3

I encourage you to proceed — not just with caution, but…


Becoming a Wise Investor — Part 2 of 3

Remember that childhood admonition before you cross a…


Becoming a Wise Investor — Part 1 of 3

What is often missing is a basic understanding of how to…